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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $262,657 | $150,447+74.6% | $136,298+92.7% | $147,586+78.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 23.73% | 1049.15%-1025.4pp | 5156.27%-5132.5pp | 578.59%-554.9pp |
| Employer contribution / active EE | $2,406 | $5,256-54.2% | $4,696-48.8% | $4,876-50.7% |
| Participant deferral / active EE | $0 | $6,631-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $22,788 | $10,906+108.9% | $9,244+146.5% | $10,886+109.3% |